LOCATION: San Francisco, CA JOBS - Fidelity Investments

Client Development Specialist San Francisco, CA

3 - 5 years direct client and/or financial services experience Strong brokerage/custody background, preferably with direct retail or customer service experience Series 7 and 63 registrations will be required The Purpose of Your Role Fidelity Clearing & Custody Solutions (FCCS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions Read More

Education Consultant, Retirement Services San Francisco, CA

irement plans. The team also assists the Relationship Management, Implementation, Sales and Communications functions to provide a complete picture of Fidelity’s suite of educational offerings. The Expertise You Have Prior presentation experience strongly preferred Series 7 and Series 63 licenses Bilingual Spanish strongly preferred Strong financial industry knowledge; financial industry experienRead More

Investor Center Intern - San Francisco, CA San Francisco, CA

and customer support skills. The Expertise We’re Looking For Business, Finance or Economics majors in your junior year of college Experience in customer service, retail sales or banking Keen interest in investing and wealth management, through participation in investments clubs, managing your own finances or entrepreneurship Team leadership experience, whether through athletics or other student Read More

Investor Center Intern - San Francisco, CA San Francisco, CA

and customer support skills. The Expertise We’re Looking For Business, Finance or Economics majors in your junior year of college Experience in customer service, retail sales or banking Keen interest in investing and wealth management, through participation in investments clubs, managing your own finances or entrepreneurship Team leadership experience, whether through athletics or other student Read More

Assistant Branch Manager - San Francisco, CA San Francisco, CA

stand out against our competitors. The Expertise We’re Looking For We ask that you have at least five years in financial sales role We believe that three or more years of management within a financial services environment is helpful The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire The Purpose of YouRead More

Financial Consultant Program - Relationship Manager - San Francisco, CA San Francisco, CA

ll see your impact on the business and have rewarding interactions with clients every single day. The Expertise We’re Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to Read More

Family Office- Licensed Client Associate San Francisco, CA

63 licensing required 1-3 years in financial asset/brokerage servicing with an emphasis on transactions and brokerage processing Experience with High Net Worth Taxable Client Base is a plus The Purpose of Your Role Fidelity Family Office Services (FFOS) provides comprehensive technology, wealth management products and service excellence to family offices and their advisors. FFOS is seeking a ClRead More

Director, Platform Consultant- San Francisco San Francisco, CA

implementing technology solutions that solve business problems The Purpose of Your Role The Director, Platform Consultant, is responsible for communicating Fidelity’s platform and product strategy to Fidelity Institutional clients and prospects. You will demonstrate how Fidelity’s technology offering helps firms transform, evolve and grow to lead the future of wealth management. You will work cRead More

VP, Executive Planning Consultant - San Francisco, CA San Francisco, CA

strongly encouraged 10 years minimum of experience with face-to-face investment sales and financial planning Ability to travel up to 50%+ The Purpose of Your Role The VP, Executive Planning Consultant will have the responsibility for maintaining and nurturing relationships with senior executives and management leaders of key Workplace benefit plan clients. In this capacity, the EPC will be thRead More